MWP
Moller Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
684
-467
| -41% | -$289K | 0.09% | 45 |
|
|
2025
Q1 | $644K | Buy |
1,151
+752
| +188% | +$421K | 0.16% | 41 |
|
|
2024
Q4 | $234K | Hold |
399
| – | – | 0.06% | 61 |
|
|
2024
Q3 | $229K | Hold |
399
| – | – | 0.06% | 62 |
|
|
2024
Q2 | $217K | Buy |
+399
| New | +$217K | 0.06% | 61 |
|